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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,608 | $102,595+47.8% | $94,057+61.2% | $154,746-2.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 13.62% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,695 | $3,147+49.2% | $2,933+60.1% | $4,379+7.2% |
| Participant deferral / active EE | $7,825 | $5,118+52.9% | $4,709+66.2% | $6,730+16.3% |
| Admin fee / account holder | $3,386 | $7,736-56.2% | $7,244-53.3% | $14,365-76.4% |